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Archive for January, 2008

January 29th, 2008

Are Equities Cheap?

I feel so blessed that I have so many really smart, really great friends. In the hope that one day I might understand the equity markets so I can more confidently invest in them, I called a handful of friends that manage equity funds to talk to them about whether or not equities are cheap? […]

January 25th, 2008

I Agree With Soros – The Billionaire Speaks

For a a thoughtful explanation of the current situation you have to read the thoughtful piece by George Soros. Here is the link http://www.ft.com/cms/s/0/24f73610-c91e-11dc-9807-000077b07658.html A few excerpts from that piece worth highlighting “The current financial crisis was precipitated by a bubble in the US housing market. In some ways it resembles other crises that have […]